D D MCPHAIL CHARITABLE SETTLEMENT CIO
Charity number: 1197598
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To benefit charitable institutions with charitable objectives in the UK without restriction. The trustees are requested to prefer the following objectives in making donations: The furtherance of medical research The care of the disabled, particularly disabled children The care of the aged and infirm
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £195,956
Total expenditure: £223,862
People
7 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
- The Advancement Of Health Or Saving Of Lives
- Disability
Who the charity helps:
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
- Northern Ireland
- Scotland
Governance
Registration history:
- 20 January 2022: CIO registration
- 23 April 2025: Funds received from 267588 D D MCPHAIL CHARITABLE SETTLEMENT
Organisation type:
CIO
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| George Henry Annesley de Courcy-Wheeler | Chair | 20 January 2022 |
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| ANDREW DONALD MCPHAIL | Trustee | 13 November 2023 |
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| Helene Jelman | Trustee | 20 January 2022 |
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| Ben Smith | Trustee | 20 January 2022 |
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| Jane Brake | Trustee | 20 January 2022 |
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| Edward Coley | Trustee | 20 January 2022 |
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| Olivia Mary Hancock | Trustee | 20 January 2022 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £0 | £195.96k | |
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Total expenditure | £0 | £223.86k | |
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Income from government contracts | N/A | N/A | |
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Income from government grants | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 March 2024 | 23 December 2024 | On time | |
| Accounts and TAR | 31 March 2024 | 23 December 2024 | On time | Download Open in new window |
| Annual return | 31 March 2023 | 29 January 2024 | On time | |
| Accounts and TAR | 31 March 2023 | 31 January 2024 | On time | Download Open in new window |